TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

ignacio galán

T3 · host / generalist

Executive Chair of Iberdrola, one of the world's largest renewable energy utilities; joined in 2001 and led the company's full decarbonization, closing all coal and oil plants and investing over 60 billion EUR in wind, hydro, solar, and grids across Europe, US, Brazil, UK, and Australia.

1 call·1 name·100% bull·last heard 3 years ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$IBDRYIberdrolaposition

Iberdrola Chair outlines 20-year renewable transformation with 60B EUR investment plan

Iberdrola committed early to full decarbonization, closing all coal and oil plants, investing heavily in onshore wind and reversible hydro storage, and now executing a multi-decade capital allocation plan backed by operational excellence in project delivery.

In Good Company with Nicolai Tangen2023-10episode →

most discussed · click a bar to filter

  • $IBDRY

recurring themes

  • Grid & Power Infrastructure1
  • Critical Minerals & Supply Chain1
  • Energy & Power Generation1
  • Nuclear Energy1
1 total
$IBDRY
···
Iberdrola
HIGHignacio galán·In Good Company with Nicolai Tangen·3 years ago·Ignacio Galan - Chair of Iberdrola | Podcast | In Good Company | Norges Bank Investment Management· position
Iberdrola Chair outlines 20-year renewable transformation with 60B EUR investment plan
Iberdrola committed early to full decarbonization, closing all coal and oil plants, investing heavily in onshore wind and reversible hydro storage, and now executing a multi-decade capital allocation plan backed by operational excellence in project delivery.
"I think we make a plan in which was to close uh all our coal and oil power plants and and transform the one into make already invest in renov at that time was already the most eff…"
1:22
8
Grid & Power Infrastructuretailwind
Permitting reform is the critical bottleneck for renewable deployment in Europe
Multi-layered permitting across national, regional, and local authorities creates sequential delays of years; recent European Parliament action mandating 2-year maximum permit timelines and pre-zoned development areas could structurally accelerate deployment.
7
Critical Minerals & Supply Chainrisk
Europe's solar supply chain remains heavily dependent on Chinese manufacturing
Iberdrola sources the majority of solar panels from China and Chinese-owned factories in Vietnam, with limited European alternatives, creating strategic supply chain concentration risk for the energy transition.
6
Energy & Power Generationmixed
Green hydrogen emerging as part of integrated renewable portfolio but economics unproven at scale
Iberdrola is piloting green hydrogen production alongside wind, solar, and hydro assets, but commercial viability depends on cost reductions and policy support; currently a small part of the overall investment mix.
6
Nuclear Energyheadwind
Fusion remains a distant prospect with uncertain competitiveness
Despite recent controlled fusion breakthroughs, the technology is at very small scale and 50+ years from commercialization; cost structure (capex, financing, operations) means electricity would not be free even with zero fuel cost.